JHM CHARITABLE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JHM CHARITABLE FOUNDATION (EIN 45-6821340)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-10
- IRS object ID
- 201613159349100816
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-10T14:33:42-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952399533 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NSBN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK E FL 16 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 456821340 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JHM Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JHMC | BusinessNameControlTxt |
| Phone | 3105509911 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 Highland Avenue No 215 | AddressLine1Txt |
| City | Manhattan Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90266 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY W HAMPAR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3105509911 | PhoneNum |
| Signature | 2016-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOEL GLUCOFT | PreparerPersonNm |
| PTIN | P00292755 | PTIN |
| Phone | 3102732501 | PhoneNum |
| Preparation | 2016-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,816,745 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,017,744 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,829,011 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,737,468 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$854,572 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,645,246 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,161,880 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,161,880 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $36,154,063 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,899,348 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $55,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $55,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $58,347 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $14,587 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $37,946 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $28,460 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $179 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $179 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,137 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,137 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $160 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $11,669 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $20,575 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,575 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,732 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,732 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $249,645 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,637 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $151,093 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,910,144 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,910,144 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,159,789 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,637 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,061,237 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,994,274 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,875,711 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $834,492 | CashBOYAmt |
| Cash EOY | $10,689,661 | CashEOYAmt |
| Cash EOYFMV | $10,689,661 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,226,613 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,647,829 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,157,958 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,685,074 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $17,783,996 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $17,735,692 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $595,954 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,923,766 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,942,279 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,302,824 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,669 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $1,291,155 | LandEOYAmt |
| Land EOYFMV | $1,291,155 | LandEOYFMVAmt |
| Total Assets BOY | $14,342,133 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,336,407 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,816,745 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $14,342,133 | UnrestrictedBOYAmt |
| Unrestricted EOY | $46,336,407 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,342,133 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,336,407 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,342,133 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,336,407 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,342,133 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,994,274 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $46,336,407 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,336,407 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| UBS - 5708 | 2010-04-21 | 2015-12-01 | $1,268,995 | $1,311,224 | -$42,229 | -$42,229 | |
| Goldman Sachs - 9890 | 2010-07-01 | 2015-09-03 | $2,406,080 | $2,389,470 | $16,610 | $16,610 | |
| Goldman Sachs - 9874 | 2012-05-03 | 2015-11-05 | $1,323,044 | $1,322,955 | $89 | $89 | |
| Morgan Stanley - 3141 | 2015-03-25 | 2015-11-16 | $613,707 | $617,548 | -$3,841 | -$3,841 | |
| 1915 The Movie LLC K-1 | 2014-01-01 | 2015-12-31 | $95,954 | -$95,954 | -$95,954 | D | |
| Kingsford Street LLC K-1 | 2015-04-01 | 2015-12-31 | $760,157 | -$760,157 | -$760,157 | D | |
| Murthorn Properties Inc. | 2015-04-01 | 2015-12-31 | $2,510 | -$2,510 | -$2,510 | D | |
| Jasmine Mgrdichian Trust K-1 | 2015-03-25 | 2015-12-31 | $33,420 | $33,420 | $33,420 | D |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$854,572 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $735,601 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,991,505 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061344 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $815,263 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,904,242 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.103142 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $648,303 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,506,943 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.099633 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $439,809 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,316,315 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.334121 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $160,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $320,125 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.501679 | DistributionYr5Rt |
| Total Distribution | 1.099919 | TotalDistributionRt |
| Average Distribution | 0.219984 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,236,565 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,891,689 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $118,757 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,010,446 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,061,237 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $237,514 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $237,514 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $237,514 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,092 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $475,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $485,092 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $247,576 | OverpaymentAmt |
| Applied To ES Tax | $247,576 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gary W Hampar | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3105509911 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 Highland Avenue No 215 | AddressLine1Txt |
| City | Manhattan Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GARY W HAMPAR | ||||||||
| 1300 Highland Avenue Suite 215 | Manhattan Beach | CA | 90266 | SECRETARY/DIRECTOR | 20.00 | $27,500 | $0 | $0 |
| LYSA GRIGORIAN | ||||||||
| 1300 Highland Avenue Suite 215 | Manhattan Beach | CA | 90266 | PRESIDENT/DIRECTOR | 20.00 | $27,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,323,064 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,252,129 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,575,193 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,575,193 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $338,628 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,236,565 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,111,828 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,111,828 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $237,514 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $237,514 | TotalTaxAmt |
| Distributable Before Adj | $874,314 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $874,314 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $874,314 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,061,237 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,061,237 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,061,237 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $874,314 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $160,600 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $358,563 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $259,398 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $424,558 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $140,524 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,343,643 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,061,237 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $874,314 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,186,923 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,530,566 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $160,600 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,369,966 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $358,563 | ExcessFromYear4Amt |
| Excess From Year3 | $259,398 | ExcessFromYear3Amt |
| Excess From Year2 | $424,558 | ExcessFromYear2Amt |
| Excess From Year1 | $140,524 | ExcessFromYear1Amt |
| Excess From Current Year | $3,186,923 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARARAT HOME OF LOS ANGELES | |||||||||||
| 15105 MISSION HILLS ROAD | MISSION HILLS | CA | 91345 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $52,000 | |||||
| ARARAT-ESKIJIAN MUSEUM | |||||||||||
| 15105 Mission Hills Rd | MISSION HILLS | CA | 91345 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |||||
| Armenia General Benevolent Union | |||||||||||
| 55 East 59th Street | New York | NY | 10022 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,700,000 | |||||
| ARMENIA TREE PROJECT | |||||||||||
| 65 MAIN STREET 3A | WATERTOWN | MA | 02472 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |||||
| ARMENIAN EYE CARE PROJECT | |||||||||||
| PO BOX 5630 | NEWPORT BEACH | CA | 92662 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,020,000 | |||||
| Armenian Heritage Museum | |||||||||||
| 550 E Shaw Ave | Fresno | CA | 93710 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 | |||||
| ARMENIAN INTERNATIONAL WOMEN'S ASSOCIATION | |||||||||||
| 65 MAIN STREET 3A | WATERTOWN | MA | 02472 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $30,000 | |||||
| Armenian Relief Society | |||||||||||
| 517 West Glenoaks Blvd | Glendale | CA | 91202 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |||||
| Armenian Women's Archives | |||||||||||
| 2930 Domingo Ave 210 | Berkeley | CA | 94705 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |||||
| CATALINA ISLAND MUSEUM | |||||||||||
| 1 CASINO WAY CASINO BUILDING | AVALON | CA | 90704 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |||||
| CHARLIE KEYAN ARMENIAN COMMUNITY SCHOOL | |||||||||||
| 108 NORTH VILLA AVE | CLOVIS | CA | 93612 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |||||
| Civilitas Foundation | |||||||||||
| NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | 345 Brand Blvd | Glendale | California | OC | 91203 | ||||
| CONVALESENT AID SOCIETY | |||||||||||
| 3255 E FOOTHILL BLVD | PASADENA | CA | 91107 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |||||
| Epilepsy Foundation Of Greater Los Angeles | |||||||||||
| 5777 W Century Blvd | Los Angeles | CA | 90045 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |||||
| Forty Martyrs Armenian Apostolic Church | |||||||||||
| 5315 W McFadden Ave | Santa Ana | CA | 92704 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $225,000 | |||||
| Healthcare Foundation | |||||||||||
| 1509 Wilson Terrace | Glendale | CA | 91206 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |||||
| IMAGINE LA | |||||||||||
| 5455 WILSHIRE BLVD 1001 | LOS ANGELES | CA | 90036 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |||||
| JA Worldwide | |||||||||||
| 745 Atlantic Avenue | Boston | MA | 02111 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $225,000 | |||||
| LES AMIESCHILDREN'S INSTITUTE | |||||||||||
| 10880 WILSHIRE BLVD 800 | LOS ANGELES | CA | 90024 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | |||||
| LOS ANGELES REGIONAL FOOD BANK | |||||||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 90058 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | |||||
| Mercy Corps | |||||||||||
| PO Box 2669 Dept W | Portland | OR | 97208 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |||||
| MIDNIGHT MISSION | |||||||||||
| 601 S SAN PREDRO STREET | LOS ANGELES | CA | 90014 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | |||||
| nature of wildworks | |||||||||||
| PO BOX 109 | TOPANGA | CA | 90290 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |||||
| Oceanographic Teaching Stations Inc | |||||||||||
| PO Box 1 | MANHATTAN BEACH | CA | 90267 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $48,000 | |||||
| OPCC | |||||||||||
| 1751 CLOVERFIELD BLVD | SANTA MONICA | CA | 90404 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |||||
| OPERATION SCHOOL BELL | |||||||||||
| 1360 ST ANDREWS PL N | LOS ANGELES | CA | 90028 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |||||
| Sojourn Services | |||||||||||
| 1453 16th St | Santa Monica | CA | 90404 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |||||
| SOUTH CENTRAL SCHOLARS | |||||||||||
| 29000 S WESTERN AVENUE 207 | RANCHO PALOS VERDES | CA | 90275 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | |||||
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||||||
| 127 W 127TH STREET | NEW YORK | NY | 10027 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $70,000 | |||||
| Tufenkian Foundation | |||||||||||
| 20 Capitol Drive | Moonachie | NJ | 07074 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $63,144 | |||||
| UCLA - ARMENIAN STUDIES | |||||||||||
| 378 HUMANITIES BOX 151105 | LOS ANGELES | CA | 90095 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,000 | |||||
| UNION RESCUE MISSION | |||||||||||
| 5465 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | |||||
| UNITED CEREBRAL PALSY OF LOS ANGELES VENTURA & SANTA BARBARA COUNTIES | |||||||||||
| 6430 INDEPENDENCE AVE | WOODLAND HILLS | CA | 91637 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |||||
| USC INSTITUTE FOR ARMENIA | |||||||||||
| 3551 TROUSDALE PKWY ADM 304 | LOS ANGELES | CA | 90089 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |||||
| WWAST | |||||||||||
| 2121 EISENHOWER AVENUE 300 | ALEXANDRIA | VA | 22314 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,910,144 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,829,011 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,161,880 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$854,572 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,136,319 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,136,319 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JASMINE MGRDICHIAN | ||||||
| 1 | 333 KINGSFORD STREET | MONTEREY PARK | CA | 91754 | $991,653 | Yes (X) |
| Jasmine Mgrdichian Administrative T | ||||||
| 2 | 9701 Wilshire Blvd 1106 | Beverly Hills | CA | 90212 | $24,026,091 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $16,900 | Amt |
| Net Investment Income | $6,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,400 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | LifeLifeRt |
|---|---|---|---|---|---|---|
| 1300 Highland Land | 2015-07-01 | $600,000 | L | $0 | $0 | |
| 1300 Highland Building | 2015-07-01 | $657,467 | SL | $8,429 | $0 | 39.000000000000 |
| Furniture - 1300 Highland | 2015-07-01 | $45,357 | SL | $3,240 | $0 | 7.000000000000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $17,783,996 | EOYBookValueAmt |
| EOYFMV | $17,735,692 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Securities | StockNm |
| EOY Book Value | $9,647,829 | EOYBookValueAmt |
| EOYFMV | $10,157,958 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Alternative Investments | AT COST | $5,719,330 | $5,719,330 |
| Certificate of Deposit | AT COST | $1,204,436 | $1,222,949 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| 1300 Highland Land | $600,000 | $0 | $600,000 | $600,000 |
| 1300 Highland Building | $657,467 | $8,429 | $649,038 | $649,038 |
| Furniture - 1300 Highland | $45,357 | $3,240 | $42,117 | $42,117 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $179 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $179 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office Expenses | $7,944 | $0 | $7,944 |
| Computer Expense | $4,948 | $0 | $4,948 |
| Insurance | $1,154 | $0 | $1,154 |
| Occupancy | $7,686 | $0 | $7,686 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Jasmine Mgrdichian Trust K-1 Miscellaneous Income | Desc |
| Revenue And Expenses Per Books | $10,161,880 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,161,880 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,161,880 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $17,137 | Amt |
| Net Investment Income | $17,137 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Taxes | $10,000 | $0 | $0 |
| State taxes and filing fees | $160 | $0 | $160 |
Comments